At the Wolfe Research conference yesterday Glen Hauenstein remarked that Delta had 53 Sky Clubs open pre-pandemic and will have 53 open in June. There’s an emphasis on premium product coming out of the recent challenging period. Delta believes that by offering customers more they can get customers to spend more on premium products which are “higher margin.”
But what if they’re achieving that margin by claiming to offer a premium product, but they’re really offering something you can buy at 7-11?